Visionary Horizons’s Chevron CVX Stock Holding History

Visionary Horizons’s Portfolio CVX Stock Details CVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$605K	Buy	2,962 +32	+1%	+$6.3K	0.24%	72
2026 Q2	$486K	Buy	2,930 +106	+4%	+$19.7K	0.2%	85
2026 Q1	$584K	Sell	2,824 -39	-1%	-$7.11K	0.29%	69
2025 Q4	$436K	Sell	2,863 -121	-4%	-$18.4K	0.23%	80
2025 Q3	$463K	Sell	2,984 -184	-6%	-$28.5K	0.26%	73
2025 Q2	$454K	Hold	3,168	–	–	0.29%	67
2025 Q1	$530K	Sell	3,168 -650	-17%	-$102K	0.37%	60
2024 Q4	$553K	Sell	3,818 -110	-3%	-$16.8K	0.36%	51
2024 Q3	$578K	Hold	3,928	–	–	0.39%	50
2024 Q2	$614K	Hold	3,928	–	–	0.45%	36
2024 Q1	$624K	Buy	3,928 +50	+1%	+$7.54K	0.49%	29
2023 Q4	$578K	Buy	+3,878	New	+$587K	0.47%	34

Other funds holding CVX

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Visionary Horizons's CVX Position: Q3 2026 in Review

Visionary Horizons increased its Chevron (CVX) stake by 1.1% in Q3 2026, buying an estimated $6.3K and bringing the position to 2,962 shares worth $605K. The position accounts for 0.24% of the portfolio, ranked #72.

Visionary Horizons first reported a position in CVX in Q4 2023 and has held it in 12 quarters since. The position peaked at $624K in Q1 2024. 2,571 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

Visionary Horizons held 2,962 shares of Chevron worth $605K as of Q3 2026.
Visionary Horizons bought 32 Chevron shares in Q3 2026, an estimated $6.3K.
Chevron made up 0.24% of Visionary Horizons's portfolio in Q3 2026, its #72 holding.
Visionary Horizons first reported a position in Chevron in Q4 2023 and has held it in 12 quarters since.
Visionary Horizons's Chevron position peaked at $624K in Q1 2024.
2,571 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Visionary Horizons's 13F filing for Q3 2026, filed 22 Oct 2026.